Tyler-Stone Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Tyler-Stone Wealth Management’s Portfolio CIG Stock Details CIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-487	Closed	-$857	–	420
2024 Q2	$857	Sell	487 -1	-0.2%	-$2	﹤0.01%	915
2024 Q1	$926	Hold	488	–	–	﹤0.01%	902
2023 Q4	$870	Hold	488	–	–	﹤0.01%	870
2023 Q3	$1K	Hold	488	–	–	﹤0.01%	838
2023 Q2	$1K	Buy	+488	New	+$916	﹤0.01%	830
2022 Q4	$1K	Hold	488	–	–	﹤0.01%	789
2022 Q3	$1K	Hold	488	–	–	﹤0.01%	784
2022 Q2	$1K	Hold	488	–	–	﹤0.01%	796
2022 Q1	$1K	Hold	488	–	–	﹤0.01%	773
2021 Q4	$1K	Buy	+488	New	+$702	﹤0.01%	842

Other funds holding CIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Tyler-Stone Wealth Management's CIG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q3 2024, closing a stake of 487 shares — an estimated $857 sold.

Tyler-Stone Wealth Management first reported a position in CIG in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2023. 183 funds tracked by Wall St. Rank hold CIG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining CEMIG Preferred Shares position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 487 CEMIG Preferred Shares shares in Q3 2024, an estimated $857.
Tyler-Stone Wealth Management first reported a position in CEMIG Preferred Shares in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's CEMIG Preferred Shares position peaked at $1K in Q3 2023.
183 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.